Review opened proposals with fresh company research
Bring proposal activity and selected company updates into one review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
A proposal being opened is useful context, but it does not show whether the prospect's situation has changed.
- Retrieve opened proposals on a schedule.
- Review selected public company sources.
- Prepare a roundup with proposal references and source links.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the roundup.
- 3Tell Notis to retrieve opened proposals, inspect the specified company sources with Agenty, and prepare a sourced roundup without inferring client intent.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one opened proposal and a specified source.
Questions about this workflow
Does an opened proposal mean the prospect is ready to buy?
No. The workflow reports the opened status and research findings without assuming intent.
What if there is no prior research to compare?
The roundup can describe current observations. It needs a supplied baseline to identify changes over time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Better proposals. A trigger fires from one place; an action lands in another.
Agenty triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Agenty and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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